Life Study Finds Americans Lack Plans for Retirement Income

Key Findings: retirement income Many Americans lack a plan for how they will draw from their retirement savings for income in retirement and worry about the funds lasting for their lifetime, according to the 2024 Annual Retirement Study done by a major life insurance company. According to the study, “Without a solid strategy, the ongoing […]

Don’t Forget About Sequence Risk Despite the Current Market Conditions

With the stock market at all-time highs and volatility normal, it’s easy for retirees and near-retirees to get complacent about sequence risk, one of the biggest dangers to a retirement nest egg and investor’s peace of mind. No one knows exactly when the next big market correction will occur, but when it does, as we […]

The 50-Year Battle for a Better Way to Invest

“Flexibility is one of the key differences between index investing and Dimensional Investing and where so much of our innovation has taken place.” – David Booth Read the Post